See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,062 | $29,319-89.6% | $52,425-94.2% | $82,448-96.3% |
| Participation rate | 38.0% | 46.9%-8.9pp | 55.6%-17.6pp | 68.1%-30.1pp |
| Annual return | 18.66% | 535.20%-516.5pp | 302.12%-283.5pp | 41.64%-23.0pp |
| Employer contribution / active EE | $219 | $586-62.6% | $914-76.0% | $2,551-91.4% |
| Participant deferral / active EE | $587 | $1,171-49.9% | $1,790-67.2% | $4,139-85.8% |
| Admin fee / account holder | $3,406 | $1,962+73.6% | $2,495+36.5% | $7,234-52.9% |